Transcription
Introduction to SpectrumHuman Resources/Payroll
The University of MemphisTable Of ContentsTable of ContentsTable of Contents. 2Overview. 3Introduction to Banner HR/Payroll. 4Spectrum Portal. 5General Menu : GUAGMNU. 7Basic Navigation. 10The Menu Bar . 11Commonly Used Menu Bar Icons and Keyboard Shortcuts. 11Employee : PEAEMPL . 12Address List Inquiry : PPIADDR . 18E-mail Address : GOAEMAL . 19Telephone : PPATELE . 20Employee Jobs : NBAJOBS . 21General Job : Tab 1 . 24Job Detail : Tab 2. 25Payroll Default : Tab 3. 27Deferred Pay : Tab 4 . 28Default Earnings : Tab 7 . 29Job Labor Distribution : Tab 9. 30Employee Leave Balance : PEALEAV . 31Position Budget : NBAPBUD. 33Position Budget : Tab 1. 36Salary Budgets : Tab 2. 37Labor Distributions : Tab 5. 38Position List by Organization : NBIPORG. 39Employee Distribution Inquiry : NHIEDST . 41Faculty Action Tracking : PEAFACT . 43Faculty Information Query : PEIFACT . 44Other Notes . 45Contact information . 467/27/20072 of 46
The University of MemphisOverviewOverviewPurposeThe goal of Human Resources/Payroll Training is to provide an overview of the HumanResources/Payroll module of Banner, the administrative system used by the University. Endusers will become familiar with how Banner forms and menus are set up, named, and thedifferent components that make up the form. This training will also provide the knowledge andpractice needed to accurately navigate through the HR module of Banner.Objectives Introduce the Banner Human Resources module Introduce the Spectrum Portal Explain basic navigation of Banner Introduce Banner HR forms7/27/20073 of 46
The University of MemphisIntroductionIntroduction to Banner HR/PayrollBanner for Human Resources is structured as a pyramid composed of six tiers:Pay ID – Controls when the employee will be paid.Example: MN (Monthly), BW (Bi weekly)Employee Class – Similar to the Job Code in HRS.Example: AD 12 month Administrative or Academic ProfessionalPosition Class – Higher level of classification such as Director. This is similar to theHRS title code.Example: Accountant 1, Assistant ProfessorPosition – The official title is on the Position, such as Director of Accounting. U of Muses the same position number as always, however, now you must enter the leading 00.Example: 002222Jobs – Job Detail, Labor Distribution and Deferral information. This is similar to the L16and L63 screens in HRS.Labor Distribution This is where the actual expenditures are charged throughPayroll. All salary and benefit account codes will have 6 as the leading number.Example: (The Index number with account code) 331000-616107/27/20074 of 46
The University of MemphisSpectrum PortalSpectrum PortalThe Spectrum Portal is an online tool that allows users to access University systems from onelocation. In addition, the Portal offers personalized content and individual customization.The official Spectrum Portal Web site is http://spectrum.memphis.edu. Log into the Portal usingyour UUID and password. Your UUID is your Universal User Identification. The username andpassword required to enter the Portal are the same username and password you use to login toyour University e-mail and UMdrive accounts.The Banner system, including the Portal, is case sensitive. When logging in, type your usernameand password as you would normally do when logging into your other University accounts. Ifyou have trouble logging in, contact your local technical support provider, or the ITD Helpdeskat 678-8888.After entering your username and password, click on the Login button to enter the Portal.7/27/20075 of 46
The University of MemphisSpectrum PortalUpon entering the Portal, you will see a series of “tabs” directly under your name. These tabs aregenerated based on the roles you hold at the University. For example, University employees’have an employee tab; students have a series of student tabs, and so on. Each tab is comprised ofa series of “channels.” Channels contain information and often feature clickable hyperlinks toadditional content.The Spectrum Portal is a continuously growing resource for faculty, staff, and students. As itexpands, you may see new services and noticeable changes in the layout and positioning ofportal tabs and channels.To gain access to Banner, fill in the appropriate forms located on the Web athttp://bf.memphis.edu/forms/tech.htm. Submit the completed form to the Office of Business andFinance Support Services. You will receive a confirmation e-mail upon approval of your accessrequest.Once you have gained access to Banner and enter the Spectrum Portal Web site, locate the portalchannel for Banner INB, click on the hyperlink Finance/HR/Student Users (in new browserwindow) to enter the system. Follow the instructions provided in the channel if you are enteringthe system for the first time or contact your local technical support provider for assistance.TabsRemove channel buttonChannels7/27/20076 of 46
The University of MemphisGeneral Menu : GUAGMNUGeneral Menu : GUAGMNUOnce you enter Internet Native Banner you are immediately in the General Menu form, whichcontains available Banner modules. The GUAGMNU allows users to easily access menus withinBanner and navigate those areas to which you wish to maintain or view information. InternetNative Banner (commonly referred to as INB) is used for HR/Payroll processes.INB allows users to: Conducts name searches View position set up View list of position by org View employee job assignments Check leave balances for employees in your departmentDouble-click on the Human Resources [*HRS] module to view forms.7/27/20077 of 46
The University of MemphisGeneral Menu : GUAGMNUDouble-click on folders to expand the group.7/27/20078 of 46
The University of MemphisGeneral Menu : GUAGMNUThe expanded folder displays forms related to that group.7/27/20079 of 46
The University of MemphisBasic NavigationBasic NavigationAnother way of accessing forms is to enter the form name, such as PEAEMPL, in the Go Tofield on the General Menu (GUAGMNU). Type in the Form Name and press Enter. To go toadditional forms you must always return to the General Menu by clicking on the black X on themenu bar []. Do not close your browser window by clicking on the Web browser’s CloseWindow button [].Ways of navigating through INB: Click on menu-bar drop down menus and select actions/services. Click on menu-bar icons that perform the same features offered in the menu-bar dropdown menus. Learn keyboard short-cuts that perform the same actions as clicking on drop-down menusor icons. Information must exist in the Key Block before you are able to travel to the InformationBlock. Move to the Information Block by clicking on Next Block. You cannot tab to theInformation Block. Travel from field-to-field within the blocks by pressing the tab key on your keyboard orclicking in the field.Menu BarTitleBarKeyBlockDrop-down arrow used to access other to Hint Status Line7/27/200710 of 46
The University of MemphisBasic NavigationThe Menu BarThe menu bar allows you to perform tasks by accessing lists of things to do. The menu barincludes the File, Edit, Block, Field, Record, Query, Help and Window items and can beaccessed by clicking on it with your mouse to expand the list or by using your keyboard byholding down the alt key and typing the underlined letter in the item name.Commonly Used Menu Bar Icons and Keyboard ShortcutsNameIconKeyboard ShortcutPurposeSaveF10Saves all changes entered since the last time you saved.RollbackShift-F7Action depends on what type of form is currently used.SelectReturns you to the calling form and enters the selectedvalue into the field that called the form.InsertInserts a new blank record in the existing records.RemoveRemoves all information for the current record. When youSave the record is permanently deleted.Previous RecordUp ArrowMoves cursor to the first enterable field in the previousrecord.Next RecordDown ArrowMoves cursor to the first enterable field in the next recordof the current block. If the cursor is in the last record, anew record is created.Previous BlockCtrl-Page UpMoves cursor to the previous block that has at lease oneenterable field.Next BlockCtrl-Page DownMoves cursor to the next block that has at least oneenterable field.Clear/Enter QueryF7Clears all information in the current block. Puts the forminto Query mode so you can enter search criteria to seeinformation already in the database.Execute QueryF8Searches the database and displays records that match yoursearch criteria.CancelCtrl-QCancels the Query and takes the form out of Query mode.Prints the current window; inputs the data and time in thetitle bar.PrintOnline HelpExit7/27/2007Ctrl-HDisplays online information for SCT Banner forms,windows, block, and fields.Exit forms and logout of Banner Session.11 of 46
The University of MemphisEmployee : PEAEMPLEmployee : PEAEMPLThe PEAEMPL form contains an employee's status. It is used to establish information about anemployee’s term of employment. The information collected includes current status, employeeclass, leave and benefit categories, home and distribution organizations, and service dates.7/27/200712 of 46
The University of MemphisEmployee : PEAEMPLClick on the ID field drop-down arrow to open the search Option List window. Select POIIDEN(Employee Search) or SOAIDEN (Person Search) to search for a person by Banner generatedID. To search for a person by SSN select GUIALTI (Alternate ID search).Click on List for Employee.7/27/200713 of 46
The University of MemphisEmployee : PEAEMPLEnter the last name of the person in the Last Name field, making sure the Banner generated ID orSSN matches, and click on the execute query icon []. If you only know a portion of the nameyou can use the Banner wildcard symbol, the percent symbol (%), to assist you in your search.Examples of wildcard searches could be:Jo% – to search for any name beginning with Jo.%es – to search for any and ending in es.%jones% – to search for any name containing jones within the name.To avoid a long list of names, be as precise as possible when performing searches.7/27/200714 of 46
The University of MemphisEmployee : PEAEMPLDouble click on a selected ID to return to the PEAEMPL form with that ID. Always select the IDbeginning with U.7/27/200715 of 46
The University of MemphisSelect Next Block [7/27/2007Employee : PEAEMPL] to continue to the information block of the form.16 of 46
The University of MemphisEmployee : PEAEMPLItem descriptions:FieldEmployee StatusEmployee ClassEmployee GroupLeave CategoryBenefit CategoryPart or Full Time StatusChart of Accounts (COA) isalways U for the Universityof Memphis.Service DatesDescriptionThe status of the employee. Valid values are A - Active, B - Leave without payand with benefits, L -Leave without pay and without benefits, F - Leave with payand with benefits, P - Leave with partial pay and with benefits, T - Terminated.The employee grouping to which the employee belongs. This is similar to theHRS Job Codes.The employee group is an alternative way of grouping types of employees, suchas an Administrator who has faculty rank. His E-class will be Ad but his E-groupwill be FA for faculty.The leave category to which the employee belongs.The benefit category to which the employee belongs.Internal Part Time/Full Time Indicator, used for EEO reporting. Valid values are F- Full-time, P - Part-time, O - Other.Home Department (U) – Organization – Department where the primaryemployment exists.Check Distribution – (U) – Organization – Timekeeping Location. This will defaultinto the NBAJOBS record and will indicate which timesheet the person will be on.District or Division – (Not converting anything at this time – May be used in thefuture)Current Hire, Original Hire, Adjusted Service, Seniority (Longevity Date) and FirstWork Date.Time Keeping OrgLongevity Date7/27/200717 of 46
The University of MemphisAddress List Inquiry : PPIADDRAddress List Inquiry : PPIADDRThe PPIADDR form is used to list mailing, business, and potentially other addresses.7/27/200718 of 46
The University of MemphisE-mail Address : GOAEMALE-mail Address : GOAEMALThe GOAEMAL form is used to display an individual’s e-mail address.7/27/200719 of 46
The University of MemphisTelephone : PPATELETelephone : PPATELEThe PPATELE form is used to display business and other types of telephone numbers.7/27/200720 of 46
The University of MemphisEmployee Jobs : NBAJOBSEmployee Jobs : NBAJOBSThe purpose of the Employee Jobs Form is to maintain information about an employee'sassignments within the institution. This information defines when and how an employee is to bepaid and the amounts and labor distributions account numbers to use when encumbering andexpending with the Finance system.If the ID is not already entered, select ID drop-down arrow next to the ID field and locate theemployee's ID from either of the search options.Once the ID is entered, select the drop-down arrow next to the Position field.7/27/200721 of 46
The University of MemphisEmployee Jobs : NBAJOBSIn the dialog box that appears, select the option List of Employee's Jobs (NBIJLST).7/27/200722 of 46
The University of MemphisEmployee Jobs : NBAJOBSDouble click on the position code to return to NBAJOBS with that position code. Someemployees may have more than one position, choose the position in question.If you know the position number you can enter it in the position field. Enter the number with theleading zeros for the position and the suffix. The suffix is usually 00, except when you havemultiple jobs with the same position number and different pay rates.Select Next Block to continue to the information block of the form.There are (9) tabs within the NBAJOBS form.1.2.3.4.5.6.7.8.9.7/27/2007General JobJob DetailPayroll DefaultDeferred PayMiscellaneous (Not used at this time)Excluded Deductions/Benefits (Not used at this time)Default EarningsWork Schedules (Not used at this time)Job Labor Distribution23 of 46
The University of MemphisEmployee Jobs : NBAJOBSGeneral Job : Tab 1The General Job tab displays an employee’s basic information such as, begin and end dates, JobType, whether or not their job accrues leave, Civil Service, Probationary Data and EncumberingData.Current Year. Salaryencumbrances arebased on the amountof pay times the lengthof time a job is active.7/27/200724 of 46
The University of MemphisEmployee Jobs : NBAJOBSJob Detail : Tab 2The Job Detail tab displays the Effective Date, Personnel Date, Status, Title, Job FTE,Appointment Percent, Hours per Day, Employee Class, Employer Code, Pay Plan andCompensation.The Compensation section displays an employee’s Rate, Hours per Pay, Assign Salary, Factor,Pays, and Annual Salary.7/27/200725 of 46
The University of MemphisEmployee Jobs : NBAJOBSVerify that the most correct salary information is available by viewing the employee’s effectivejob dates.To select an effective date, click Options View Job Detail Effective Dates on the menu bar.Note the query date in the key block section of the form as this will effect which date andinformation will automatically be populated upon entering the form. Verify that the most correctsalary information is displayed.7/27/200726 of 46
The University of MemphisEmployee Jobs : NBAJOBSPayroll Default : Tab 3The Payroll Default tab displays the Effective Date, Timesheet Defaults and Premium PayMethod.Timesheet Defaults includes: Timesheet COA, Timesheet Org, Payroll ID, Default Shift, TimeEntry Method, Time Entry Type, Leave Report Method, and Leave Report Payroll ID.The Premium Pay Methods show Longevity and Premium Pay.If an employee is not showing up on your timesheet,this would be the place to verify if the org is correct.7/27/200727 of 46
The University of MemphisEmployee Jobs : NBAJOBSDeferred Pay : Tab 4The Deferred Pay tab displays Per Pay Salary, Factor, Pays, and Deferred Amount.If an individual is on a deferred pay schedule then the Deferred Pay field will be populated withthe appropriate deferred pay schedule and an amount will display in the Deferred Amount field.7/27/200728 of 46
The University of MemphisEmployee Jobs : NBAJOBSDefault Earnings : Tab 7By default, only monthly employees will have a value in the Hours or Units field. This value willremain blank for hourly employees because their hours are reported when worked.7/27/200729 of 46
The University of MemphisEmployee Jobs : NBAJOBSJob Labor Distribution : Tab 9The Job Labor Distribution tab displays an employee’s FOAPAL information on all jobs. Thisscreen can have multiple effective dates. To view these dates, click on Options on the menu barand select View Labor Distribution Effective Date
The goal of Human Resources/Payroll Training is to provide an overview of the Human Resources/Payroll module of Banner, the administrative system used by the University. End-users will become familiar with how Banner forms and menus are set up, n
